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VAR-501-WECC-3 – Power System Stabilizers Standard Development Timeline This section is maintained by the drafting team during the development of the standard and will be removed when the standard becomes effective. Posting for Comment This document is in its fourth posting. Procedural Background Standard Authorization Request (SAR) Consolidation WECC-0094 VAR-501-WECC-“1” PSS and the ballot results of the WECC-0105 P81 redraft have been merged into WECC-0107 VAR-501-WECC-“3” resulting in a document applicable to the BES. This Standards Authorization Request (SAR) to review WECC’s PSS-related documents is in response to a WECC Board of Director’s resolution. On September 5, 2012, the WECC Board of Directors adopted the recommendation of the Regional Criteria Work Group that a (SAR) should be filed to evaluate VAR-502WECC-RBP-11, WECC Power System Stabilizer (PSS) Design and Performance, a Regional Business Practice (RBP), for development as a WECC Regional Reliability Standard (RRS). Under WECC-0099, the WECC Control Work Group conducted the review concluding that a RRS should be drafted. On February 11, 2014 during the WECC Standards Committee (WSC) meeting: “A motion was made by Mr. Joe Tarantino that was seconded by Ms. Dana Cabbell to retire WECC-0099 having determined that the assigned project was complete, and to approve the proposed iterative SAR [WECC-0107] to develop a Power System Stabilizer RRS. The motion carried by Consensus. Mr. Warren Rust abstained.” WSC Meeting Minutes On June 25, 2014, the WSC changed the scope of the SAR directing that the proposed document be structured so that PSS: 1) where installed, be operating unless specifically exempted, 2) tuned as specified, and 3) where not installed, installation would be required when a generator is newly interconnected to the Bulk-Electric System (BES) or when a generator is updated. The WSC further approved merging WECC-0094 VAR-501- 1 In June 2014, the WECC Board of Directors resolved to eliminate the Regional Business Practice (RBP) category defaulting to a WECC Criterion (CRT) category. Draft #3: December 18, 2014 through January 19, 2015 Developed as WECC-0107 Page 1 of 20 VAR-501-WECC-3 – Power System Stabilizer WECC-1 Power System Stabilizers into the document and incorporating the “P81”, VAR-501-WECC-2, revisions resulting from WECC-0105 (ballot closed July 18, 2014). Standard of Review The Federal Energy Regulatory Commission (FERC) has stated that Regional Entity Standards or Regional Variances to a NERC Reliability Standard (Standard) are permissible if they set more stringent reliability requirements than the NERC Reliability Standard; or cover matters not covered by an existing NERC Reliability Standard; or if they are necessitated by a physical difference in the Bulk-Electric System (BES).2 Operational Background Power System Stabilizers (PSS) are needed in the Western Interconnection to dampen operational oscillation. PSSs are part of the Automatic Voltage Regulation (AVR) system of a generator and are designed to add or subtract torque to a generator with the goal of damping oscillations on the WECC Interconnection’s Bulk-Electric System (BES) that otherwise would be amplified if the AVR is operated by itself. PSSs within WECC (originally called Supplementary Control Systems) were developed in the 1960s in response to power system oscillations on the Pacific Intertie within the Western Interconnection. These oscillations occur at very low frequencies (<1 hertz), are very lightly dampened, and became known as “inter-area modes” (modes) of oscillation because they occurred when real power was transferred from one Western Interconnection geographic region to another (such as between the Pacific Northwest and the Southwest). These modal oscillations are the result of a combination of many machines on one part of the Western Interconnection BES whose voltage support response to system fluctuations is not in phase with the response of machines on another part of the Interconnection’s BES. 3 2 Order No. 672 at P 291. See also NERC Functional Model, Version 5, “2. Reliability Standards”, page 36. 3 While some areas of other interconnections may experience this phenomenon, it is typically seen as only a local issue, not an issue for the entire interconnection. In the Western Interconnection it is seen as both an interconnection-wide issue and a local issue. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 2 of 20 VAR-501-WECC-3 – Power System Stabilizer WECC Physical Characteristics The Federal Energy Regulatory Commission (FERC) Order 740, Docket No. RM09-15000, P23, noted that “in the Western Interconnection a significant number of transmission paths are voltage or frequency stability-limited, in contrast to other regions of the [BES] where transmission paths more often are thermally-limited. Disturbances resulting in a stability-limited transmission path overload, generally, must be responded to in a shorter time frame than a disturbance that results in a thermally-limited transmission path overload. [FERC has also noted] its understanding that this physical difference is one of the reasons for the need for certain provisions of regional Reliability Standards in the Western Interconnection.” When coupled with generator operations within WECC these physical characteristics create modal oscillation that when not corrected by the installation and accurate operation of PSSs causes instability within the WECC Interconnection. Description of the Draft Existing Standard WECC currently does not have a RRS that specifies the threshold at which a PSS must be installed; however, WECC does have an existing policy that addresses that threshold. (Under WECC’s current policy, a PSS is not installed on a station service generator.) Under WECC’s current policy, a PSS is installed: 1) On synchronous generators, regardless of ownership, that are connected to the transmission system (by a generator step-up transformer to 60 kV or higher voltage); 2) On every existing synchronous generator that is larger than 75 MVA and is equipped with a suitable excitation system as defined in the WECC report “Criteria to Determine Excitation System Suitability for PSS”, (Report) dated December 1992. 3) On every existing synchronous generator that is larger than 30 MVA, or is part of a complex that has an aggregate capacity larger than 75 MVA, if the excitation system is updated so that it becomes a suitable excitation system as defined in the above mentioned Report. This applies to all machines with excitation systems updated after November 18, 1993. 4) On every synchronous generator that is larger than 30 MVA, or is part of a complex that has an aggregate capacity larger than 75 MVA, and is equipped with suitable excitation systems commissioned after November 18, 1993. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 3 of 20 VAR-501-WECC-3 – Power System Stabilizer Proposed Standard To be updated once the document is more fully developed. Applicable Entities To be updated once the document is more fully developed. Facilities To be updated once the document is more fully developed. Effective Date The proposed Effective Date is the first day of the fourth quarter following final regulatory approval. Requirements and Measures To be updated once the document is more fully developed. Measures and Compliance To be updated once the document is more fully developed. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 4 of 20 VAR-501-WECC-3 – Power System Stabilizer Project Roadmap Completed Actions Completion Date 1. SAR received February 11, 2014 2. SAR deemed Complete/Valid/Team Site created February 11, 2014 3. WSC approved the SAR March 12, 2014 4. WSC solicits / assigns a drafting team (DT) March 12, 2014 5. DT announced / notice sent to DT members March 12, 2014 6. First DT meeting April 8, 2014 7. WSC Changed scope of SAR to subsume VAR501-WECC-1. WSC approved posting for 45-day comment. June 25, 2014 8. Posting 1 WECC open July 1, 2014 9. Posting 1 WECC closed August 14, 2014 10. Posting 1 WECC Responses posted September 26, 2014 11. Posting 2 WECC open October 15, 2014 12. Posting 2 closed November 14, 2014 13. WSC approved posting of responses and granted permission for the late posting. December 3, 2014 14. Posting 2 Responses posted December 4, 20144 15. Posting 3 WECC open December 18, 2014 16. FERC approved new WECC Reliability Standards Development Procedures December 23, 2014 4 On December 3, 2014, the WECC Standards Committee (WSC) granted the drafting team an extension of time for posting of responses. The WSC agreed that a quality response was preferable to a timely response. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 5 of 20 VAR-501-WECC-3 – Power System Stabilizer 17. Posting 3 closed January 19, 20155 18. Posting 3 Responses posted 19. WSC approves for ballot 20. Ballot Pool open 21. Ballot Pool closed 22. Joint Session noticed 23. Joint Session 24. Ballot open 25. Ballot closed 26. WSC approves forwarding to the WECC Board of Directors 27. Posted for 30 days prior to WECC Board meeting 28. Board meets to approve 29. Sent to NERC 5 This document was posted for a 30-day public comment period from December 12, 2014 through January 12, 2015. Late comments were received until January 20, 2015, 10:00 a.m. (Mountain) when the drafting team met to respond to comments. The window was extended because a closing date in the mandated notice did not match text in the posted document. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 6 of 20 VAR-501-WECC-3 – Power System Stabilizer Version History Version 0.1 1 2 Date Action April 23, 2004 WECC Effective Date: VAR-502WECC-0.1 July 1, 2011 FERC Effective Date: VAR-501WECC-1 May 28, 2014 WECC Ballot Body Approved 3 Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Change Tracking Paragraph 81 clean-up This document is designed to replace / retire: VAR-502WECC-RBP0.1, WECC Power System Stabilizer Design and Performance and to replace VAR-501WECC-1, Power System Stabilizer with a “Version 2” Page 7 of 20 VAR-501-WECC-3 – Power System Stabilizer Implementation Plan To Be Announced Definitions of Terms Used in Criterion This section includes all newly defined or revised terms used in the proposed criterion. Terms already defined in the Reliability Standards Glossary of Terms are not repeated here. New or revised definitions listed below become approved when the proposed criterion is approved. When the criterion becomes effective, these definitions will be removed from the criterion and added to the WECC Glossary. There are no new definitions proposed. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 8 of 20 VAR-501-WECC-3 – Power System Stabilizer A. Introduction 1. Title: Power System Stabilizers (PSS) 2. Number: VAR-501-WECC-2 3. Purpose: To ensure the Western Interconnection is operated in a coordinated manner under normal and abnormal conditions, by establishing the performance criteria for WECC power system stabilizers 4. Applicability: B. 4.1 Generator Operator 4.2 Generator Owner 5. Facilities: This standard only applies to synchronous generators 6. Effective Date: This standard becomes effective on the first day of the fourth quarter following final regulatory approval. Requirements and Measures R1. Each Generator Operator shall provide to its Transmission Planner, within 180 days of the PSS’s Commercial Operation date or any changes to the PSS operating specifications, its written operating procedure describing those known circumstances during which its PSS will not be providing an active signal to the Automatic Voltage Regulator (AVR). [Violation Risk Factor: Low] [Time Horizon: Planning Horizon] M1. Each Generator Operator will have documented evidence that it provided to its Transmission Planner its written operating procedure describing those known circumstances during which its PSS will not be providing an active signal to the AVR, within the time allotted as described in requirement R1. For auditing purposes, because the Requirement R1 conditions are intended to be unchanged unless otherwise notified, the Generator Operator need only provide the specifications to the Transmission Planner one time or whenever the operating specifications change thereafter. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 9 of 20 VAR-501-WECC-3 – Power System Stabilizer For auditing purposes, if a PSS is in service but is not providing an active signal to the AVR as required in Requirement R1, the disabled period does not count against the Requirement R2 mandate to be in service except as otherwise allowed. R2. Each Generator Operator shall have its PSS in service while synchronized, except during any of the following: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] M2. Component failure; Testing of a BES Element affecting or affected by the PSS; Maintenance; As agreed upon by the Generator Operator and the Transmission Operator. Each Generator Operator will have documentation of each claimed exception as allowed in Requirement R2. Documentation may include but is not limited to: An explanation covering the bulleted exception describing the circumstances of the exception as allowed in Requirement R2. Where applicable, the Generator Operator will have documented evidence that the Generator Operator and the Transmission Operator agreed that the PSS should not be operating during a specified set of circumstances. For auditing purposes, the presumption is that the PSS was in service unless otherwise exempted in Requirement R1. Evidence need only be provided to prove the circumstances when the PSS was not in service. R3. Each Generator Owner shall tune its PSS to meet the following inter-area mode criteria: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] 1) PSS shall be set to provide a compensated minimum-load VT/Vref frequency response of the excitation system and synchronous machine such that the phase angle will not exceed ± 30 degrees through the frequency range from 0.2 Hertz to 1.0 Hertz or the highest frequency at which the phase of the minimum-load Vt/Vref frequency response does not exceed 90 degrees. 2) PSS output limits shall be set to provide at least ±5% of the synchronous machine’s nominal terminal voltage. 3) PSS gain shall be set to between 1/3 and ½ of maximum practical gain. 4) PSS washout time constant shall be no greater than 30 seconds. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 10 of 20 VAR-501-WECC-3 – Power System Stabilizer M3. Each Generator Operator will have documented evidence that its PSS was tuned to meet the specifications of Requirement R3. Evidence may include, but is not limited to, a completed Attachment A for this standard that reports: 1) output limits, 2) per unit gain, 3) washout-time constant, and 4) bode plots of the PSS. R4. Each Generator Owner shall install and commission on its generator a PSS, within 180 days of either of the following events: [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] M4. The Generator Owner connects a generator to the BES, after achieving Commercial Operation, and after the Effective Date of this standard; (or) The Generator Owner replaces the voltage regulator on its existing excitation system, after achieving Commercial Operation, and after the Effective Date of this standard for its generator that is connected to the BES. Each Generator Owner will have evidence that it installed and commissioned a PSS on its generator, within 180 days of either connecting a generator to the BES or replacing the voltage regulator on its existing excitation system, whenever either event occurs after the Effective Date of this standard. For auditing purposes, bullet one is intended to address newly connected equipment; bullet two is intended to address equipment already connected to the BES. R5. Each Generator Owner shall repair or replace a non-operating PSS within 24 months of that non-operating PSS becoming non-operational. [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] M5. Each Generator Owner will have evidence that it repaired or replaced a nonoperational PSS within 24 months of that non-operating PSS becoming nonoperational. Evidence may include, but is not limited to, documentation of: 1) the date the PSS became non-operational, and 2) the date the PSS was returned to service, the span of time between the two events being within 24 months of one another. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 11 of 20 VAR-501-WECC-3 – Power System Stabilizer This section will be updated after the substance of the Requirements is established. The DT requests that comments on this section not be submitted until the section is complete. C. Compliance 1. Compliance Monitoring Process 1.1 Compliance Enforcement Authority The Regional Entity shall serve as the Compliance Enforcement Authority. For entities that do not work for the Regional Entity, the Regional Entity shall serve as the Compliance Enforcement Authority. For Reliability Coordinators and other functional entities that work for their Regional Entity, the ERO or a Regional Entity approved by the ERO and FERC or other applicable governmental authorities shall serve as the Compliance Enforcement Authority. For responsible entities that are also Regional Entities, the ERO or a Regional Entity approved by the ERO and FERC or other applicable governmental authorities shall serve as the Compliance Enforcement Authority. 1.2 Compliance Monitoring and Assessment Processes: Compliance Audits Self-Certifications Spot Checking Compliance Investigations Self-Reporting Complaints 1.3 Evidence Retention The following evidence retention periods identify the period of time an entity is required to retain specific evidence to demonstrate compliance. For instances where the evidence retention period specified below is shorter than the time since the last audit, the Compliance Enforcement Authority may ask an entity to provide other evidence to show that it was compliant for the full time period since the last audit. Each Generator Operator shall keep evidence for all Requirements of the document for a period of three years plus calendar current. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 12 of 20 VAR-501-WECC-3 – Power System Stabilizer 1.4 Additional Compliance Information None Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 13 of 20 VAR-501-WECC-3 – Power System Stabilizer Table of Compliance Elements R 6 7 Time Horizon VRF NA Violation Severity Levels Moderate High VSL VSL NA NA NA NA Lower VSL R1 Planning Horizon Low R2 Operations Mediu Assessment m NA Severe VSL There shall be a Severe6 Level of noncompliance on any occasion that the Generator Operator is found to have failed to provide its PSS operating specifications to the Transmission Planner as required in Requirement R1. (Requirement R1 is binary.) There shall be a Severe7 Level of noncompliance on any occasion that the Generator Operator fails to have its PSS in service, except where allowed in Requirement R2. (Guidance VSL) For R1, Severe was chosen because the violation is binary. (Guidance VSL) For R1, Severe was chosen because the violation is binary. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 14 of 20 VAR-501-WECC-3 – Power System Stabilizer R 9 VRF R3 Operations Mediu Assessment m R4 Operational Mediu Assessment m R5 8 Time Horizon Operational Mediu Assessment m Lower VSL Occurs when the Generator Operator’s PSS fails to meet any of the required performances in Requirement R3, two times or less during the audit period. NA NA Violation Severity Levels Moderate High VSL VSL Occurs when the Generator Operator’s PSS fails to meet any of the required performances in Requirement R3, three times during the audit period. NA NA Occurs when the Generator Operator’s PSS fails to meet any of the required performances in Requirement R3, four times during the audit period. NA NA Severe VSL (Requirement R2 is binary.) Occurs when the Generator Operator’s PSS fails to meet any of the required performances in Requirement R3, five times or more during the audit period. There shall be a Severe8 Level of noncompliance on any occasion that the Generator Owner is found to have failed to install on its generator a PSS, as required n Requirement R4. (Requirement R4 is binary.) There shall be a Severe9 Level of noncompliance (Guidance VSL) For R1, Severe was chosen because the violation is binary. (Guidance VSL) For R1, Severe was chosen because the violation is binary. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 15 of 20 VAR-501-WECC-3 – Power System Stabilizer R Time Horizon VRF Lower VSL Violation Severity Levels Moderate High VSL VSL Severe VSL on any occasion that the Generator Owner is found to have failed to repair or replace a nonoperational PSS as required in Requirement R5. (Requirement R5 is binary.) Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 16 of 20 VAR-501-WECC-3 – Power System Stabilizer Attachment A Output Limit Settings Gain Washout Time Constant Voltage Step Test (greater than or equal to 80% load) Response with PSS at maximum Practical gain Response with PSS at nominal or as-commissioned gain Bode Plots Excitation response with unit connected to electrical system without PSS in service. (This is a VT/Vref measured response.) Excitation response with PSS in service and unit connected to electrical system. This plot can be either via test or calculated based on PSS settings and measured response of the first plot. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 17 of 20 VAR-501-WECC-3 – Power System Stabilizer Guideline and Technical Basis To be updated once the document is more fully developed. PSS systems are used to minimize real power oscillations by rapidly adjusting the field of the generator to dampen the low frequency oscillations. It is necessary for large numbers of PSS devices to be in operation in the Western Interconnection in order to provide the required system damping while still allowing for some of these units to be out-of-service whenever necessary. Facilities The drafting team considered numerous approaches to setting the Facilities applicability threshold. The drafting team noted that in the approved Version 2 of this standard the 80% facilities applicability threshold was not based on a discrete technical study; rather, the 80% was derived based on sound engineering judgment designed to include 80% of the units located within the Western Interconnection. Subsequent to approval of Version 2, the Bulk Electric System (BES) proceeding queried the industry as to the most appropriate definition of the BES, with the final decision becoming the threshold at which NERC standards would apply. When compared to the Version 2 proceedings the BES proceedings were much more in-depth, represented a greater diversity of industry viewpoints, and engaged a substantial array of subject matter experts not otherwise represented in the Version 2 filing. Noting the additional depth and breadth of the BES when juxtaposed to the Version 2 participation the drafting team concluded that the industry has already opined on the adequate threshold at which NERC Reliability Standards should apply. As such, the drafting team opted to use the default BES threshold as it more broadly represents the consensus of the industry. Requirement R1 Requirement R1 recognizes that PSS systems have varying states such as on, off, active, and non-active. So long as the PSS is operating in accordance with the documentation provided to the Transmission Planner, this is not considered a status change for purposes of this standard. If the PSS is not operating in accordance with the documentation provided to the Transmission Planner, this could be considered a status change for purposes of NERC VAR-002-3, Requirement R3. This Requirement eliminates the requirement to count hours as required in the previous version of this standard while also allowing the Generator Operator to create a unit-specific operating plan. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 18 of 20 VAR-501-WECC-3 – Power System Stabilizer The intent of the Requirement R1 is to provide the Transmission Planner the PSS operating zone in which the PSS is, “active”, i.e., providing damping to the power system. Some PSS may be programmed to become “active” at a specified MW loading level and above while others may be programmed to be “active” in a particular band of MW loading levels and are “non-active” only when passing through the “rough zone” or some other band. A “rough zone” is a MW loading band in which the generator-turbine system could contribute to system instability. Requirement R2 The intent of Requirement R2 is to remove the previous requirement to log hours for PSS inservice. In this standard’s previous version, the logged hours were totaled quarterly to meet the 98% in-service requirement. Instead of documenting the number of hours excluded, this Requirement simplifies the process by allowing the Generator Operator to communicate to the Transmission Operator the circumstances that render the PSS unavailable to the Transmission Operator (such as component failure, maintenance, and testing). Unlike Requirement R1, the circumstances listed in Requirement R2 are not considered normal operation of the PSS. Requirement R3 The intent of Requirement R3 is to clarify the requirements associated with the tuning of the parameters in the PSS. The PSS transfer function should compensate the phase characteristics of the generator excitation power system (GEP) transfer function so the compensated transfer function ((PSS(s) X GEP(s)) has a phase characteristic of +/- 30 degrees in the frequency range. The GEP(s) transfer function is a theoretical transfer function and its phase characteristic cannot be directly measured during field tests (only via simulation). Thus, the Requirement recognizes the practical approach of measuring the frequency response between voltage reference set-point and terminal voltage (Et/Vref) and using the phase characteristic of such frequency response as being the phase characteristic of GEP(s). The phase characteristic of Et/Vref is a better approximation to the phase characteristic of GEP(s) when the frequency response Et/Vref is obtained with the generator synchronized to the grid at its minimum stable power output. In an effort to allow for reasonable wash-out time constants the Requirement specifies 0.2 Hz as the applicable threshold. The 0.2 Hz threshold more closely aligns with the observed oscillation frequencies. A properly tuned PSS should provide positive damping to the local mode of oscillation, which typically has a frequency higher than 1.0 Hz. The drafting team considers that providing damping to the local mode is for the Generator Owner and, in particular, for the PSS commissioning engineer to address and does not require a WECC standard to be accomplished. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 19 of 20 VAR-501-WECC-3 – Power System Stabilizer This Requirement modifies the requirement associated with the adjustment of the PSS gain. The standard no longer defines the PSS gain in terms of gain margin but instead requires that the final PSS gain should be between 1/3 and 1/2 of the maximum practical gain that could be achieved during PSS commissioning. The maximum practical gain might be associated with the excessive noise or the raise of higher frequency oscillations in the closed loop response (exciter mode) or any other form if inadequate closed-loop performance, as determined during PSS commissioning. It is now part of Measure M3 to show the field test results that led to the determination of the maximum practical gain. Requirement R4 Requirement R4 requires a Generator Owner to install PSS on new applicable units or when excitation systems are retrofitted on existing applicable units. This Requirement applies to new excitation systems, not existing systems without PSS. The Requirement also allows a reasonable amount of time for commissioning of new PSS. Requirement R5 The intent of Requirement R5 is to remove the "tiered" approach to PSS repair / replacement following a failure. A simple, streamlined approach to allow the Generator Owner sufficient time to repair or replace a broken PSS has been written. Consideration has been given for the need to procure parts or new equipment, schedule an equipment/unit outage, and install and test the repaired or replaced PSS. It is recognized that in some instances, the automatic voltage regulator may require replacement as well as the PSS to achieve a functioning system. The 24 month timeframe is sufficient to return a functional, operating PSS to service. Draft #4 Posted for Comment DATE through DATE Developed as WECC-0107 Page 20 of 20